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Bainco International Investors’s JPMorgan Chase JPM Stock Holding History

Bainco International Investors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$9.85M Buy
77,502
+2,653
+4% +$297K 1.13% 35
2020
Q3 		$7.21M Buy
74,849
+204
+0.3% +$20K 0.92% 37
2020
Q2 		$7.02M Sell
74,645
-4,555
-6% -$432K 0.99% 37
2020
Q1 		$7.13M Sell
79,200
-8,472
-10% -$1.03M 1.25% 30
2019
Q4 		$12.2M Buy
87,672
+340
+0.4% +$43.6K 1.74% 15
2019
Q3 		$10.3M Sell
87,332
-2,378
-3% -$269K 1.59% 20
2019
Q2 		$10M Sell
89,710
-1,115
-1% -$123K 1.58% 21
2019
Q1 		$9.19M Buy
90,825
+5,170
+6% +$533K 1.49% 28
2018
Q4 		$8.36M Sell
85,655
-16,700
-16% -$1.78M 1.45% 26
2018
Q3 		$11.6M Buy
102,355
+3,554
+4% +$403K 1.58% 19
2018
Q2 		$10.3M Buy
98,801
+1,363
+1% +$150K 1.49% 24
2018
Q1 		$10.7M Buy
97,438
+94,163
+2,875% +$10.7M 1.59% 21
2017
Q4 		$368K Buy
3,275
+612
+23% +$62K 0.05% 76
2017
Q3 		$254K Hold
2,663
– – 0.03% 81
2017
Q2 		$243K Sell
2,663
-250
-9% -$21.6K 0.04% 81
2017
Q1 		$256K Sell
2,913
-100
-3% -$8.82K 0.04% 81
2016
Q4 		$260K Buy
+3,013
New +$230K 0.04% 75

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bainco International Investors's JPM Position: Q4 2020 in Review

Bainco International Investors increased its JPMorgan Chase (JPM) stake by 3.5% in Q4 2020, buying an estimated $297K and bringing the position to 77,502 shares worth $9.85M. The position accounts for 1.13% of the portfolio, ranked #35.

Bainco International Investors first reported a position in JPM in Q4 2016 and has held it in 17 quarters since. The position peaked at $12.2M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Bainco International Investors held 77,502 shares of JPMorgan Chase worth $9.85M as of Q4 2020.
  • Bainco International Investors bought 2,653 JPMorgan Chase shares in Q4 2020, an estimated $297K.
  • JPMorgan Chase made up 1.13% of Bainco International Investors's portfolio in Q4 2020, its #35 holding.
  • Bainco International Investors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 17 quarters since.
  • Bainco International Investors's JPMorgan Chase position peaked at $12.2M in Q4 2019.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Bainco International Investors's 13F filing for Q4 2020, filed 12 Jan 2021.